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Distance Only Torrance, CA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Stephen Dart (CRD# 2160727) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 32 years of experience in the finance industry.
Christopher Date (CRD# 6440236) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Torrance, CA and has over 8 years of experience in the finance industry.
Todd Davidson (CRD# 2604039) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Torrance, CA and has over 28 years of experience in the finance industry.
Sabine De Weijer (CRD# 5202156) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Torrance, CA and has over 17 years of experience in the finance industry.
Richard Derafelo (CRD# 4553959) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry. Richard Derafelo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bradd Donovan (CRD# 5323904) is an Investment Advisor Representative working at Catalina Capital Group, LLC in Torrance, CA and has over 16 years of experience in the finance industry.
Nichole Dorch-Cannon (CRD# 4369874) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Torrance, CA and has over 22 years of experience in the finance industry.
Angela Dorsey (CRD# 5967957) is an Investment Advisor Representative working at Dorsey Wealth Management, LLC in Torrance, CA and has over 12 years of experience in the finance industry. Angela Dorsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Matthew Drehs (CRD# 3107541) is an Investment Advisor Representative working at Legacy Financial Group in Torrance, CA and has over 20 years of experience in the finance industry.
James Egerstrom (CRD# 6225590) is an Investment Advisor Representative working at Confidence Wealth Management, LLC in Torrance, CA and has over 10 years of experience in the finance industry. James Egerstrom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.